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Disclosery

Everhart Financial Group, Inc.: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on GEV, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 5,055 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,055 shares
    Change vs previous 13F -42 shares

    0.3% of the 13F portfolio, value $4,805,004.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,097 shares
    Change vs previous 13F -562 shares

    0.38% of the 13F portfolio, value $5,988,506.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,659 shares
    Change vs previous 13F +354 shares

    0.42% of the 13F portfolio, value $4,939,845.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,305 shares
    Change vs previous 13F +341 shares

    0.32% of the 13F portfolio, value $3,467,189.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,964 shares
    Change vs previous 13F +208 shares

    0.31% of the 13F portfolio, value $3,052,364.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,756 shares
    Change vs previous 13F +977 shares

    0.29% of the 13F portfolio, value $2,516,638.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,779 shares
    Change vs previous 13F +69 shares

    0.16% of the 13F portfolio, value $1,153,653.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,710 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,220,330.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).